Money Adviser

Money Adviser

Full-Time 26366 - 28825 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide essential money advice to help individuals manage debt and improve financial resilience.
  • Company: Join Citizens Advice, a supportive and inclusive organisation making a real difference.
  • Benefits: Competitive salary, full training, and a commitment to your professional development.
  • Why this job: Make a positive impact on people's lives while building your skills in a rewarding role.
  • Qualifications: Strong communication skills and a non-judgemental, empathetic approach are essential.
  • Other info: We celebrate diversity and are proud to be a Disability Confident Employer.

The predicted salary is between 26366 - 28825 £ per year.

Join to apply for the Money Adviser role at Citizens Advice

Money Adviser (Trainee positions available)

Overview

Hours: 37 hours per week
Contract: Permanent
Salary: £26,366 to £28,825 per annum (depending on experience)
Location: Buxton, Chesterfield, Ilkeston or Matlock

We are looking for highly motivated and committed individuals to join our new telephone and digital Money Advice team, providing essential support to people experiencing debt problems across England and Wales. As a Money Adviser, you will deliver high-quality, FCA-regulated money advice to individuals in financial difficulty. You’ll work as part of a new team committed to helping people take control of their finances and build a more secure future through tailored advice and casework. Full training and support will be provided for the right trainee candidates, including completion of the accredited Money Advice Learning Plan.

We welcome and encourage applications from people of all backgrounds. We are proud to be a Disability Confident Employer and hold the Derbyshire LGBT+ Rainbow Accreditation.

Responsibilities

  • Deliver FCA-regulated money advice to individuals in financial difficulty
  • Provide tailored advice and casework to help clients manage debts and improve financial resilience
  • Operate as part of a telephone and digital advice team to reach clients across England and Wales
  • Work towards performance targets and KPIs

Qualifications

  • Excellent communication skills – both written and verbal (essential)
  • A non-judgemental, empathetic approach to people (essential)
  • Strong IT and digital skills, with the ability to learn new systems quickly (essential)
  • A commitment to working to performance targets and KPIs (essential)
  • Experience in providing FCA-regulated money advice (preferred)
  • A solid understanding of the current welfare benefits system (preferred)

Additional

We welcome applications from all backgrounds and are a Disability Confident Employer with the Derbyshire LGBT+ Rainbow Accreditation.

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Money Adviser employer: Citizens Advice

Citizens Advice is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. As a Money Adviser, you will receive comprehensive training and the opportunity to make a meaningful impact in the lives of individuals facing financial difficulties across England and Wales. With a commitment to diversity and recognition as a Disability Confident Employer, Citizens Advice fosters an environment where all employees can thrive and contribute to building a more secure future for their clients.
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Contact Detail:

Citizens Advice Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Money Adviser

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on showcasing your communication skills and your empathetic approach, which are key for a Money Adviser role.

✨Tip Number 3

Tailor your approach! When you get an interview, research the company and prepare specific examples of how your skills align with their mission. Show them you’re committed to helping people take control of their finances.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Money Adviser

Excellent Communication Skills
Empathy
Strong IT Skills
Digital Skills
Ability to Learn New Systems Quickly
Commitment to Performance Targets
Understanding of FCA-Regulated Money Advice
Knowledge of Welfare Benefits System

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Money Adviser role. We want to see how you can bring your unique perspective to our team!

Showcase Your Communication Skills: Since excellent communication is key for this role, use clear and concise language in your application. We’re looking for candidates who can express themselves well, both in writing and verbally.

Emphasise Empathy and Understanding: Demonstrate your non-judgemental and empathetic approach in your application. Share examples of how you've supported others in difficult situations, as this is crucial for helping clients manage their financial challenges.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team!

How to prepare for a job interview at Citizens Advice

✨Know Your Stuff

Make sure you brush up on FCA regulations and the welfare benefits system. Being able to discuss these topics confidently will show that you're serious about the role and understand the challenges clients face.

✨Show Empathy

During the interview, demonstrate your non-judgemental and empathetic approach. Use examples from your past experiences where you've helped others in difficult situations, as this is crucial for a Money Adviser.

✨Communicate Clearly

Since excellent communication skills are essential, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with explaining complex financial concepts simply.

✨Tech Savvy is Key

Highlight your strong IT and digital skills. Be prepared to discuss any systems you've used in the past and how quickly you can adapt to new technologies, as this will be important for working in a digital advice team.

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